Managing Director @ (November 2013 - November 2019)
Chief Executive Officer and Principal @ Wealth & Income Management Group, LLC (July 2012 - January 2014)
CEO, President and Founder @ (March 2009 - March 2012)
Executive Vice President and National Sales Manager @ (March 2006 - January 2009)
Managing Director and National Sales Manager @ (July 2004 - April 2006)
Sr. Vice President- Southwest Region @ ATEL Capital Group (May 2000 - July 2004)
Financial Advisor @ (July 1996 - June 2000)
Aaron Cook Education
The College for Financial Planning
APMA (Accredited Portfolio Management Advisor)
2014-2015
Aaron Cook Skills
Forecasting
Change Management
Pricing
Commercial Lending
Risk Management
Commercial Mortgages
Key Account Development
Strategic Planning
Mergers and Acquisitions
Disposition
Aaron Cook Summary
Aaron Cook, based in Los Angeles, CA, US, is currently a Chief Executive Officer at AGC Wealth Advisors Inc. Aaron Cook brings experience from previous roles at Ameriprise Financial Services, LLC, Wealth & Income Management Group, LLC, Steadfast Capital Markets Group and CORE Realty Holdings, LLC. Aaron Cook holds a 2014 - 2015 APMA in Accredited Portfolio Management Advisor @ The College for Financial Planning. With a robust skill set that includes Forecasting, Change Management, Pricing, Commercial Lending, Risk Management and more. Aaron Cook has 2 emails and 3 mobile phone numbers on RocketReach.
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